Ackerman Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$53.3M Sell
81,570
-804
-1% -$549K 37.18% 1
2025
Q4
$56.4M Sell
82,374
-288
-0.3% -$196K 37.53% 1
2025
Q3
$55.3M Sell
82,662
-275
-0.3% -$177K 39.62% 1
2025
Q2
$51.5M Buy
82,937
+125
+0.2% +$71.8K 41.25% 1
2025
Q1
$46.5M Buy
+82,812
New +$48.9M 42.09% 1

Other funds holding IVV

Ackerman Asset Management's IVV Position: Q1 2026 in Review

Ackerman Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q1 2026, selling an estimated $549K and leaving 81,570 shares worth $53.3M. The position accounts for 37.18% of the portfolio, ranked #1.

Ackerman Asset Management first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $56.4M in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Ackerman Asset Management held 81,570 shares of iShares Core S&P 500 ETF worth $53.3M as of Q1 2026.
  • Ackerman Asset Management sold 804 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $549K.
  • iShares Core S&P 500 ETF made up 37.18% of Ackerman Asset Management's portfolio in Q1 2026, its #1 holding.
  • Ackerman Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • Ackerman Asset Management's iShares Core S&P 500 ETF position peaked at $56.4M in Q4 2025.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ackerman Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.